Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,086
Closed -$469K 199
2020
Q1
$469K Buy
4,086
+109
+3% +$12.5K 0.28% 98
2019
Q4
$581K Buy
+3,977
New +$581K 0.29% 87